BWM
BCS Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $998K | Buy |
2,811
+1,115
| +66% | +$396K | 0.21% | 93 |
|
|
2025
Q1 | $594K | Sell |
1,696
-564
| -25% | -$198K | 0.15% | 128 |
|
|
2024
Q4 | $714K | Sell |
2,260
-4
| -0.2% | -$1.26K | 0.18% | 114 |
|
|
2024
Q3 | $623K | Buy |
2,264
+670
| +42% | +$184K | 0.26% | 79 |
|
|
2024
Q2 | $418K | Buy |
1,594
+14
| +0.9% | +$3.67K | 0.2% | 101 |
|
|
2024
Q1 | $441K | Sell |
1,580
-5
| -0.3% | -$1.4K | 0.14% | 148 |
|
|
2023
Q4 | $413K | Hold |
1,585
| – | – | 0.15% | 138 |
|
|
2023
Q3 | $365K | Buy |
1,585
+300
| +23% | +$69.1K | 0.15% | 131 |
|
|
2023
Q2 | $305K | Buy |
+1,285
| New | +$305K | 0.22% | 86 |
|
|
2023
Q1 | – | Sell |
-1,300
| Closed | -$270K | – | 199 |
|
|
2022
Q4 | $270K | Hold |
1,300
| – | – | 0.11% | 154 |
|
|
2022
Q3 | $231K | Sell |
1,300
-549
| -30% | -$97.6K | 0.11% | 160 |
|
|
2022
Q2 | $364K | Buy |
1,849
+578
| +45% | +$114K | 0.16% | 120 |
|
|
2022
Q1 | $282K | Sell |
1,271
-796
| -39% | -$177K | 0.12% | 154 |
|
|
2021
Q4 | $448K | Buy |
2,067
+796
| +63% | +$173K | 0.16% | 116 |
|
|
2021
Q3 | $283K | Buy |
+1,271
| New | +$283K | 0.12% | 143 |
|
|
2021
Q2 | – | Sell |
-1,301
| Closed | -$275K | – | 161 |
|
|
2021
Q1 | $275K | Sell |
1,301
-55
| -4% | -$11.6K | 0.13% | 127 |
|
|
2020
Q4 | $297K | Buy |
1,356
+12
| +0.9% | +$2.63K | 0.15% | 108 |
|
|
2020
Q3 | $269K | Buy |
1,344
+5
| +0.4% | +$1K | 0.15% | 106 |
|
|
2020
Q2 | $259K | Buy |
+1,339
| New | +$259K | 0.16% | 104 |
|
|
2020
Q1 | – | Sell |
-1,259
| Closed | -$237K | – | 124 |
|
|
2019
Q4 | $237K | Buy |
+1,259
| New | +$237K | 0.16% | 99 |
|